UNH icon

UnitedHealth

3,247 hedge funds and large institutions have $248B invested in UnitedHealth in 2025 Q4 according to their latest regulatory filings, with 386 funds opening new positions, 1,111 increasing their positions, 1,485 reducing their positions, and 211 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more ownership

Funds ownership:

2% less capital invested

Capital invested by funds: $254B → $248B (-$5.75B)

21% less funds holding in top 10

Funds holding in top 10: 9978 (-21)

25% less repeat investments, than reductions

Existing positions increased: 1,111 | Existing positions reduced: 1,485

Holders
3,247
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20.7B
Puts
$17.4B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PMSA
2026
Patrick M. Sweeney & Associates
Illinois
$662K
PWM
2027
Paulson Wealth Management
Illinois
$662K
IFS
2028
Ifrah Financial Services
Arkansas
$661K
CCA
2029
Cruiser Capital Advisors
Connecticut
$660K
AGA
2030
Accuvest Global Advisors
Utah
$660K
LPFG
2031
Landing Point Financial Group
Ohio
$659K
SL
2032
Sentinus LLC
Illinois
$659K
ACM
2033
Ardent Capital Management
Ohio
$659K
CNBT
2034
Canandaigua National Bank & Trust
New York
$658K
EFA
2035
Englebert Financial Advisers
Pennsylvania
$658K
DCM
2036
Dorato Capital Management
Colorado
$658K
FAT
2037
First American Trust
California
$657K
CWM
2038
Cornerstone Wealth Management
Missouri
$656K
SSA
2039
Shepherd Street Advisors
California
$656K
WH
2040
Willner & Heller
California
$655K
WSC
2041
Wellington Shields & Co
New York
$654K
HWA
2042
HCR Wealth Advisors
California
$653K
WWA
2043
Wisconsin Wealth Advisors
Wisconsin
$650K
BFIM
2044
Beese Fulmer Investment Management
Ohio
$649K
KAM
2045
KEB Asset Management
Illinois
$649K
WA
2046
WealthTrust Axiom
Pennsylvania
$649K
SB
2047
Simmons Bank
Arkansas
$649K
MW
2048
MBL Wealth
North Carolina
$647K
SIC
2049
Sterling Investment Counsel
New York
$644K
TFCP
2050
Twin Focus Capital Partners
Massachusetts
$644K